Defined investment outcomes are becoming increasingly valued, especially in light of the expected lower returns for traditional asset classes that have been widely forecast. These can include a clearly defined return target; the ability to provide consistent returns; and the provision of downside protection during periods of challenging market behaviour. This shift towards more outcome-oriented strategies has elevated the importance of having a clearly differentiated investment approach.
Our Uni-Global Cross Asset Navigator Fund can be used to meet various risk/return objectives, it seeks to deliver consistent and smooth returns across a cycle with a strong focus on draw-down protection. For example it targets a return of cash 4% p.a. net of fees while delivering significantly lower long-term risk than the equity market.
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